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S&A Financial Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

S&A Financial Services’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.82M Buy
97,673
+287
+0.3% +$14.2K 2.94% 10
2026
Q1 		$4.82M Buy
+97,386
New +$4.82M 3.31% 10

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

S&A Financial Services's XONE Position: Q2 2026 in Review

S&A Financial Services increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.29% in Q2 2026, buying an estimated $14.2K and bringing the position to 97,673 shares worth $4.82M. The position accounts for 2.94% of the portfolio, ranked #10.

S&A Financial Services first reported a position in XONE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.82M in Q1 2026. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • S&A Financial Services held 97,673 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $4.82M as of Q2 2026.
  • S&A Financial Services bought 287 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $14.2K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 2.94% of S&A Financial Services's portfolio in Q2 2026, its #10 holding.
  • S&A Financial Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $4.82M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.